+15.3%
ENTG vs ZS
-38.5%
+53.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.9% |
| 7D | +1.2% | -3.1% | +4.3% | +2.2% |
| 30D | -12.9% | -7.2% | -5.6% | -11.2% |
| 3M | -3.1% | +30.5% | -33.5% | -12.6% |
| 6M | +21.0% | +7.0% | +14.0% | +9.7% |
| YTD | +67.0% | -26.8% | +93.9% | +73.5% |
| 1Y | +68.6% | -42.6% | +111.2% | +93.3% |
| 3Y | +48.6% | -0.3% | +48.9% | +29.2% |
| All | +15.3% | -38.5% | +53.9% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling